Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 147 retirement plans report an interest in this investment, totaling $41.1M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Prin GL Real EST SEC Sa-z, Prin GL Real EST SEC. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS THE PENSION PLAN FOR INSURANCE ORGANIZATIONS | PLYMOUTH MEETING PA | 1,803 | $1.1B | $26.8M |
| 2 | FIRST COUNTY BANK RETIREMENT PLAN OF FIRST COUNTY BANK | STAMFORD CT | 126 | $76.0M | $1.4M |
| 3 | PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES IA | 161,040 | $650.9M | $1.4M |
| 4 | BVPV STYRENICS LLC BVPV STYRENICS LLC RETIREMENT PLAN FOR BEAVER VALLEY HOURLY EMPLOYEES | MONACA PA | 95 | $17.2M | $996K |
| 5 | INTEGRITY MARKETING GROUP INTEGRITY MARKETING GROUP 401(K) PLAN | DALLAS TX | 4,830 | $268.9M | $784K |
| 6 | KURT J LESKER CO KURT J. LESKER CO. 401(K) RETIREMENT PLAN | JEFFERSON HILLS PA | 361 | $52.7M | $703K |
| 7 | FIRST FINANCIAL BANCORP FIRST FINANCIAL BANCORP 401(K) SAVINGS PLAN | CINCINNATI OH | 2,084 | $171.4M | $639K |
| 8 | MPHASIS CORPORATION MPHASIS CORPORATION 401(K) PLAN | MAITLAND FL | 3,748 | $85.0M | $625K |
| 9 | BUMBLE BEE FOODS, LLC CASTLEBERRY'S FOOD COMPANY RETIREMENT PLAN | SAN DIEGO CA | 15 | $11.2M | $558K |
| 10 | STERLING CONSTRUCTION COMPANY, INC. STERLING CONSTRUCTION 401(K) PLAN | THE WOODLANDS TX | 2,273 | $85.7M | $527K |
